DeVoe & Company is a premier consulting firm and investment bank that specializes in providing services exclusively to wealth management companies, particularly Registered Investment Advisors (RIAs). Their experienced team offers a range of services including consulting, M&A advisory, valuation, and growth strategies to help advisory firms navigate... transitions and achieve their goals. With a strong track record of over 950 engagements and 89 RIA transactions, they are dedicated to delivering measurable results and practical guidance tailored to the unique needs of their clients. DeVoe & Company aims to empower advisory firms by enhancing their decision-making processes and fostering sustainable growth. Read More

DeVoe Employee Directory

DeVoe corporate office is located in 901 Mission St Ste 105, San Francisco, California, 94103, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Finance

Marketing

Key Employees of DeVoe

TV
Tom Valverde
Managing Director
PhoneEmail
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DeVoe Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from DeVoe

Hundreds of professionals searching for DeVoe have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JL
Jamie Licosati
Email Direct
Director, Investment Banking
United States , California , San Francisco

DF
Dev Finley
Email Direct
Founder, Marketing & Growth Strategist
United States , California , San Francisco

TV
Tom Valverde
Email Direct
Managing Director
United States , California , San Francisco

TK
Travis Knapp
Email Direct
Investment Banking Associate
United States , California , San Francisco

JC
Jean Curler
Email Direct
Executive Assistant To Chief Executive Officer
United States , California , San Francisco

NW
Natalie Wheeler
Email Direct
Manager, Marketing
United States , California , San Francisco

DD
David DeVoe
Email Direct
Managing Partner
United States , California , San Francisco

GC
Gabriela Cordes
Email Direct
Information Security
United States , California , San Francisco

Former Employees at DeVoe

Explore people who held key positions, contributed to DeVoe's success, and advanced their careers.

Shane Bengtson

Senior Relationship Ma... at Charles Schwab

Worked as Consultant

at DeVoe (2017-2017)

Direct

Bruce Lavine

Chief Operating Office... at Astoria Portfolio Advi...

Worked as Chief Operating Officer

at DeVoe (2019-2020)

Direct

Bob Ciullo

Director, Advisor Coac... at Mariner

Worked as Managing Director

at DeVoe (2021-2022)

Direct

Mask Content

Investment Banking Ass... at Berkshire Global Advis...

Worked as Senior Associate

at DeVoe (2022-2025)

Direct

Mask Content

Head of Marketing at Intrepid

Worked as Head of Marketing

at DeVoe

Direct

Mask Content

Partner Head of Strate... at Cerity Partners

Worked as President

at DeVoe (2024-2024)

Direct

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Frequently Asked Questions Regarding DeVoe Employees

How many employees does DeVoe have?

DeVoe has 11-50 employees

Who are DeVoe key employees?

Some of DeVoe key employees are Tom Valverde

Where is DeVoe located?

DeVoe’s headquarters are located at 901 Mission St Ste 105, San Francisco, California, 94103, United States

How do I contact DeVoe?

DeVoe Contact Info: Phone number: (415) 813-5066 Website: www.devoeandcompany.com

What does DeVoe do?

DeVoe & Company is a premier consulting firm and investment bank that specializes in providing services exclusively to wealth management companies, particularly Registered Investment Advisors (RIAs). Their experienced team offers a range of services including consulting, M&A advisory, valuation, and growth strategies to help advisory firms navigate... Read More

Is DeVoe a public company?

DeVoe is private company therefore does not currently have an official ticker symbol

See more information about DeVoe Employees